Summit Retirement Advisors Employee Directory

Q: What is Summit Retirement Advisors known for?

Summit Retirement Advisors was founded in 2002. Summit Retirement Advisors operates in the Financial Services industry.

Q: How many employees does Summit Retirement Advisors have currently?

Summit Retirement Advisors has approximately 5 employees.

Financial ServicesIndiana, United States2-10 Employees

Focus on your research-driven career while we build a financial plan backed by data and designed for your field. Our approach combines data-driven strategies with personalized insights to create a financial plan that aligns with your unique intellectual career and goals. Your career is demanding, but your financial plan shouldn’t be. We build custom strategies for those leading in academic and scientific careers, with clarity, structure, and minimal effort on your part.

Summit partners with faculty, professionals, and entrepreneurs across 40+ institutions in 25+ states.

Our Services:
   - 401(k), 401(a), 403(b), and 457(b) account management
   - Employer and Employee Benefits Navigation
   - Retirement planning
   - Succession planning
   - Investment management
   - Financial life planning

Based in Lafayette, Indiana | Nationwide and Global Reach

Find Summit Retirement Advisors employees' phone numbers or email addresses

Summit Retirement Advisors Global Highlights

North America
4

United States Of America
4

Summit Retirement Advisors's Leadership

J. M.
Owner
Mobile Phone
Email
J. R.
Financial Advisor, Investment Manager
Mobile Phone
Email

Summit Retirement Advisors Employee Metrics

100%

50%

2026

2025

2024

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Summit Retirement Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Owner
Mobile Phone
Email
United StatesIndiana
Jun 03, 2025
J. R.
Financial Advisor, Investment Manager
Mobile Phone
Email
United StatesIndiana
Oct 18, 2024

Frequently Asked Questions

What is Summit Retirement Advisors known for?

Summit Retirement Advisors was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-765-447-****

. Explore Summit Retirement Advisors's company overview page for more information.

What is Summit Retirement Advisors's most common email format?

Summit Retirement Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Retirement Advisors email formats with LeadIQ.

How many employees does Summit Retirement Advisors have currently?

Summit Retirement Advisors has approximately 5 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Summit Retirement Advisors's key employees and leadership?

As of January 2026, Summit Retirement Advisors's key employees include:

Owner: J. M.
Financial Advisor, Investment Manager: J. R.

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